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富国银行:投资人应该减持新兴市场股票,转而购买美股。虽然新兴经济体的股票今年表现优于标普500指数,但新兴市场的优异表现通常与美元疲软有关,预测美元将走强。
news flash·2025-05-20 02:36

Core Viewpoint - Wells Fargo suggests that investors should reduce their holdings in emerging market stocks and instead purchase U.S. stocks, citing that while emerging market equities have outperformed the S&P 500 this year, this performance is typically linked to a weaker dollar, which is expected to strengthen [1] Group 1 - Emerging market stocks have shown superior performance compared to the S&P 500 index this year [1] - The strong performance of emerging markets is often associated with a weak dollar [1] - A prediction of a strengthening dollar is made, influencing the recommendation to shift investments [1]